2xideas
Firm details
- Headquarters
- New York, New York
- CRD number
- 328190
- Registered since
- November 6, 2023
- Website
- www.2xideas.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
2xideas is a corporate SEC-registered investment adviser (registered in 2023) that serves institutional clients. Ownership is a mix of a foreign entity and an individual. The firm combines portfolio management for businesses or institutions with the publication of periodicals or newsletters, and charges both a percentage-of-assets fee and subscription fees. 2xideas identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3Stephan Welti
Financial Advisor and Registered RepresentativeCRD 7677235
Daniel Sigg
Financial Advisor and Registered RepresentativeCRD 1418751

Karalyn Hutton
Business Development DirectorCRD 7726483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 666 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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